Financial Advisors & Wealth Management in Charlotte

The world continues to change and evolve a great deal and your life and goals have likely continued to develop as well. This is why the type of financial clarity and context provided by the team at Churchill Management Group has never been more important than it is right now. Our team of passionate and dedicated experts prides ourselves on our ability to provide you with the deeper insights and education necessary to make the most prudent decisions possible for your future.

Visit our Charlotte location, headed by Marc Brooks, for comprehensive wealth management, financial advice, and retirement planning solutions. We invite you to learn more about award-winning Churchill Management Group.

Charlotte Location

Toll Free: (404) 670-1438
Fax: 323-937-0408

Call to make an appointment

A Personal Touch to Achieve Your Goals

Our financial advisors make planning your future easier than ever before.

At Churchill Management Group, we fully understand that no two clients are the same. Everyone lives a different life, has different risk tolerances, and different goals regarding what they hope the future will hold. Armed with consistent, insightful advice, you will have access to the information needed to make better and more informed decisions regarding all of your goals and objectives. At that point, we’ll also be able to provide you with the most important benefit of all: taking your vision of the future and aiming to bring it into reality in the most effective and straightforward way that we can.

Find our office in Southpark, near Walgreens. Schedule an in-office consultation or call to speak with our local financial advisor now.

Churchill Marc Brooks team member

Marc Brooks, MBA, CFP®

Vice President

Mr. Brooks joined Churchill Management Group as a Vice President after spending eleven years in the investment industry. Prior to joining Churchill, Mr. Brooks held relationship management and business development roles at various asset management firms including Fidelity Investments, TIAA-CREF & Fisher Investments.

Mr. Brooks graduated from the University of Colorado with a Bachelor of Arts degree. He has also obtained his Masters of Business Administration from Indiana University – Kelley School of Business.

Churchill Brad Rodgers team member

Brad Rodgers

Vice President

Mr. Rodgers joined Churchill Management Group in 2012 after fourteen years of experience in the financial services industry. Prior to joining Churchill Management Group, Mr. Rodgers spent seven years as an Investment Consultant with TD Ameritrade. He began his financial services career with Charles Schwab as a Business Development specialist.

Mr. Rodgers graduated from Florida State University with a Bachelor degree in Finance.

Churchill Scott Perkins team member

Scott M. Perkins MBA, CFP®

Vice President Director of Financial Planning

Mr. Perkins joined Churchill Management Group’s Team in 2014 with over eighteen years of experience in the financial services industry. Prior to working at Churchill Management Group, Mr. Perkins worked at Ronald Blue & Co., specializing in comprehensive financial planning for high-net-worth clients and their families. Mr. Perkins began his financial services career in retail banking and real estate investing.

Mr. Perkins has a Bachelor of Arts Degree in Psychology from Cal. State University, Fullerton. In addition, he has two Master Degrees from Cal. State University, San Bernardino. These include a Masters of Business Administration and a Masters Degree in Finance. Coupled with his extensive experience and education, Mr. Perkins is a Certified Financial Planner (CFP®) making him uniquely qualified in the role he plays at Churchill Management Group.

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